Lone Pine Capital Boosts Stake in Apple (AAPL), Opens New Positions in Google (GOOG), Netflix (NFLX), Sells Out of JPMorgan (JPM), MasterCard (MA)

The 13F from Steven Mendel's Lone Pine Capital for the quarter ended June 30, 2011 was just released.

The fund manager opened new stakes in Google, Dollar General, Bed Bath & Beyond and Netflix and sold out of stakes in Cablevision, MasterCard and ViaSat. Lone Pine raised positions in Apple, Monsanto, Schlumberger and Sears and cut stakes in Accenture, Family Dollar, Qualcomm and Yum!.

New Stakes
American Tower Corp. Cl A (NYSE: AMT) new 3,413,095 share position
Arcos Dorados Holdings (NYSE: ARCO) new 1,000,000 share position
Bed Bath & Beyond, Inc. (NASDAQ: BBBY) new 4,168,447 share position
Dollar General (NYSE: DG) new 16,190,141 share position
Dollar Tree, Inc. (NASDAQ: DLTR) new 3,102,264 share position
Emerson Electric Co. (NYSE: EMR) new 943,636 share position
Google, Inc. (NASDAQ: GOOG) new 831,332 share position
Liberty Media Holding Corporation Capital Common Series A (NASDAQ: LCAPA) new 2,136,155 share position
NetFlix, Inc. (NASDAQ: NFLX) new 639,421 share position
Oceaneering International, Inc. (NYSE: OII) new 483,693 share position
Teradata (NYSE: TDC) new 2,752,711 share position
U.S. Bancorp (NYSE: USB) new 7,123,165 share position
YANDEX (NASDAQ: YNDX) new 6,278,312 share position

Raised Stakes
7 Days Group Holdings Ltd (NYSE: SVN) raised from 913,639 shares to 999,322 shares
Accretive Health (NYSE: AH) raised from 1,535,778 shares to 2,966,088 shares
Apple, Inc. (NASDAQ: AAPL) raised from 1,555,263 shares to 1,977,263 shares
Cognizant Technology Solutions (NASDAQ: CTSH) raised from 6,354,123 shares to 8,605,660 shares
Ctrip.com International, Ltd. (NASDAQ: CTRP) raised from 7,894,563 shares to 8,089,125 shares
Goodrich Corp. (NYSE: GR) raised from 4,364,238 shares to 4,949,021 shares
iSoftStone Holdings (NYSE: ISS) raised from 3,816,216 shares to 3,831,166 shares
Medco Health Solutions, Inc. (NYSE: MHS) raised from 3,102,858 shares to 3,675,541 shares
Monsanto Company (NYSE: MON) raised from 2,323,792 shares to 5,082,322 shares
Netease.com (NASDAQ: NTES) raised from 2,050,965 shares to 4,910,771 shares
Polo Ralph Lauren Corp. (NYSE: RL) raised from 3,582,711 shares to 4,085,898 shares
Royal Caribbean Cruises Ltd. (NYSE: RCL) raised from 3,874,112 shares to 5,179,136 shares
Schlumberger Ltd. (NYSE: SLB) raised from 3,870,564 shares to 4,086,591 shares
Sears Holding Corporation (NASDAQ: SHLD) (PUT) raised from 2,754,200 shares to 2,764,200 shares
Sensata Technologies Holding (NYSE: ST) raised from 3,697,437 shares to 5,079,000 shares
TransDigm (NYSE: TDG) raised from 2,887,779 shares to 3,026,501 shares
WABCO Holdings (NYSE: WBC) raised from 1,297,495 shares to 4,058,927 shares

Lowered Stakes
Accenture Cl A (NYSE: ACN) lowered from 3,421,073 shares to 3,325,917 shares
Autodesk, Inc. (NASDAQ: ADSK) lowered from 1,986,061 shares to 900,000 shares
Citigroup, Inc. (NYSE: C) lowered from 93,447,100 shares to 6,573,057 shares
DaVita, Inc. (NYSE: DVA) lowered from 2,067,565 shares to 167,405 shares
Equinix, Inc. (NASDAQ: EQIX) lowered from 4,036,520 shares to 3,023,700 shares
ETFS Physical Palladium Shares (NYSE: PALL) lowered from 1,408,196 shares to 1,116,309 shares
ETFS Physical Platinum Shares (NYSE: PPLT) lowered from 483,848 shares to 353,652 shares
Express Scripts, Inc. (NASDAQ: ESRX) lowered from 9,742,901 shares to 8,046,327 shares
Family Dollar Stores, Inc. (NYSE: FDO) lowered from 5,633,166 shares to 3,293,534 shares
Estee Lauder Cos., Inc. (NYSE: EL) lowered from 3,030,562 shares to 2,684,857 shares
NetApp, Inc. (NASDAQ: NTAP) lowered from 8,794,747 shares to 7,571,797 shares
New Oriental Education & Technology Group (NYSE: EDU) lowered from 2,008,008 shares to 1,748,613 shares
News Corporation - Class A Shares (NASDAQ: NWSA) lowered from 9,576,768 shares to 4,726,120 shares
Nielsen Holdings (NYSE: NLSN) lowered from 6,398,200 shares to 5,963,949 shares
Qualcomm, Inc. (NASDAQ: QCOM) lowered from 6,303,063 shares to 6,171,973 shares
SolarWinds (NYSE: SWI) lowered from 2,014,906 shares to 1,906,741 shares
Vanceinfo Technologies Inc. ADS (NYSE: VIT) lowered from 4,507,146 shares to 4,443,513 shares
Yum! Brands, Inc. (NYSE: YUM) lowered from 10,437,142 shares to 7,282,003 shares

Liquidated Stakes
Amphenol, Inc. (NYSE: APH) liquidated
Cablevision Systems Corp. (NYSE: CVC) liquidated
Citrix Systems, Inc. (NASDAQ: CTXS) liquidated
Dollar Financial Corp (NASDAQ: DLLR) liquidated
Informatica Corp (NASDAQ: INFA) liquidated
JPMorgan Chase & Co. (NYSE: JPM) liquidated
Lincare Holdings, Inc. (NASDAQ: LNCR) liquidated
MasterCard Cl A (NYSE: MA) liquidated
Mead Johnson Nutrition Co. (NYSE: MJN) liquidated
Scripps Networks Interactive (NYSE: SNI) liquidated
ITC Holdings (NYSE: ITC) (PUT) liquidated
Towers Watson & Co (NYSE: TW) liquidated
Viasat, Inc. (NASDAQ: VSAT) liquidated

Maintained Stakes
Ameriprise Financial (NYSE: AMP) maintained 2,016,271 share stake
CHINA LODGING GROUP, LIMITED (NASDAQ: HTHT) maintained 1,046,851 share stake
Coca-Cola Co. (NYSE: KO) maintained 2,586,200 share stake
Crown Castle International Corp. (NYSE: CCI) maintained 12,086,465 share stake
Home Inns & Hotels Management, Inc. (NASDAQ: HMIN) maintained 803,860 share stake
International Flavors & Fragrances, Inc. (NYSE: IFF) maintained 2,742,507 share stake
Liberty Media Corporation Liberty Starz Ser A (NASDAQ: LSTZA) maintained 1,259,494 share stake
O'Reilly Automotive, Inc. (NASDAQ: ORLY) maintained 5,563,396 share stake
Plum Creek Timber Co. Inc. REIT (NYSE: PCL) (PUT) maintained 500,000 share stake
Priceline.com, Inc. (NASDAQ: PCLN) maintained 358,177 share stake
Weyerhaeuser Co. (NYSE: WY) (PUT) maintained 1,700,000 share stake
Wyndham Worldwide (NYSE: WYN) maintained 6,730,703 share stake

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